| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Jay Annis Annis Gardner Whiting Capital Advisors, LLC | 748 | $68,547 | $68,479.4 | -$67.6 | -0.1% |
Stacey Cheek Wheelhouse Advisory Group LLC | 70,452 | $6.45M | $6.45M | $2,262.73 | 0.04% |
Daniel Dorval DORVAL Corp | 14,474 | $1.32M | $1.33M | $414.44 | 0.03% |
Kevin Bresler TD Waterhouse Canada Inc. | 94,340 | $8.63M | $8.64M | $9,240.3 | 0.11% |
Kickstand Ventures LLC KICKSTAND VENTURES, LLC. | 14,620 | $1.34M | $1.34M | -$113.84 | -0.01% |
Courtney Haddad Concurrent Investment Advisors, LLC | 1.7M | $155.58M | $155.41M | -$174,297.18 | -0.11% |
James Rankin Modern Wealth Management, LLC | 133,195 | $12.21M | $12.19M | -$17,338.21 | -0.14% |
Joseph C. Gissy Tactive Advisors, LLC | 5,069 | $464,980.48 | $464,066.95 | -$913.53 | -0.2% |
Alan Rosenfield HARMONY ASSET MANAGEMENT LLC | 22,472 | $2.06M | $2.06M | -$2,056.4 | -0.1% |
Derek Ripp Austin Wealth Management, LLC | 28,913 | $2.65M | $2.65M | -$4,968.32 | -0.19% |
Angela Kelley HTLF Bank | 3,647 | $333,445 | $333,882.85 | $437.85 | 0.13% |
Amir Har-El Savvy Advisors, Inc. | 66,407 | $6.09M | $6.08M | -$10,805.34 | -0.18% |
United Advisor Group LLC United Advisor Group, LLC | 16,577 | $1.52M | $1.52M | -$1,367.05 | -0.09% |
Uptick Partners LLC UPTICK PARTNERS, LLC | 3,826 | $350,615 | $350,270.3 | -$344.7 | -0.1% |
Oxford Wealth Group LLC Oxford Wealth Group, LLC | 7,312 | $671,309.71 | $669,413.6 | -$1,896.11 | -0.28% |
Benjamin Carter Turtle Creek Wealth Advisors, LLC | 2,731 | $250,569 | $250,023.05 | -$545.95 | -0.22% |
| TSB Thomas S. Breitbach Vivid Wealth Management, LLC | 161,200 | $14.75M | $14.76M | $3,538.59 | 0.02% |
Dane Grouell Turning Point Benefit Group, Inc. | 405,871 | $37.12M | $37.16M | $38,656.22 | 0.1% |
Joshua Stipcich Tidemark, LLC | 16,260 | $1.49M | $1.49M | $1,665.46 | 0.11% |
Emily Priebe Priebe Wealth Holdings LLC | 3,580 | $327,176.27 | $327,749 | $572.73 | 0.18% |